Getting Started
Procore Integration
Sandspit connects directly to your Procore account using secure OAuth 2.0 authentication. This guide explains how the connection works, how access is inherited, and what project data Sandspit uses for grids, validation, and imports.
Authentication
Sandspit uses Procore's OAuth 2.0 flow for authentication. When you sign in, you're redirected to Procore where you authorize Sandspit to access your data.
Key points about authentication:
- No password storage — We never see or store your Procore password
- Token-based access — We receive a secure access token from Procore
- Automatic refresh — Tokens are refreshed automatically to maintain your session
- Revocable access — You can revoke Sandspit's access anytime from Procore
Multi-Company Support
If you have access to multiple companies in Procore, Sandspit will detect all of them. You can switch between companies using the company selector.
Permissions
Sandspit inherits your existing Procore permissions. You'll only see and be able to modify data you already have access to in Procore.
Permission Levels
| Procore Permission | Sandspit Access |
|---|---|
| Admin | Full access to supported project data based on enabled Procore tools |
| Standard | View and edit supported records you have access to |
| Read Only | View supported records only, no editing capabilities |
Permissions come from Procore. If your Procore project access changes, Sandspit updates what you can see and edit based on that access.
Project Data
Sandspit uses project data and field options from Procore so teams can review records, validate imports, and sync reviewed updates back to the right project.
What Sandspit Uses
For each enabled project, Sandspit uses the data needed for active workflows:
- Submittals and RFIs — Supported grid records with readable field values
- Change event context — Field options needed to validate and sync imports
- Directory data — Users, companies, vendors, and assignee options
- Budget code options — Cost codes, line item types, WBS segments, and related project settings
- Custom fields — Custom field definitions and values where supported
- Attachments — Attachment metadata where supported; files remain in Procore
File Storage
For Procore attachments viewed from the grid, Sandspit links back to Procore-hosted files.
Security
We take the security of your data seriously. Here's how we protect your information:
- Encrypted in transit — All data is transmitted over HTTPS/TLS
- Encrypted at rest — Stored data is encrypted according to Sandspit's production security controls
- Access controls — Strict permission enforcement based on Procore access
- Permission-aware access — Project access follows Procore permissions
For more details about our security practices, see our Privacy Policy and Terms of Service.